Egerton Capital (UK)’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$91M Buy
2025
Q3
Sell
2025
Q2
$312M Sell
2025
Q1
$285M Buy
2024
Q4
$84.1M Buy
2023
Q2
Sell
2023
Q1
$206M Sell
2022
Q4
$266M Buy
2022
Q3
$265M Buy
2022
Q2
$205M Buy
2022
Q1
$146M Buy